Configure Task Schedules for Export Reliability

When upgrading Simphony Essentials, the Dbupgrade automatically creates two tasks for Export Reliability: one for Workstation (WS) and one for Check and Posting (C&P), but only if these tasks have never existed. The tasks are called ‘Daily WS Export Reliability with recurrence’ and ‘Daily C&P Export Reliability with recurrence’. Default values are used for these tasks.

New locations created after the upgrade require task schedules to be created manually. Schedules of an existing organization can be used as a template.

  1. Select the Enterprise level, click Configuration, and then click Task Schedules.
  2. Insert a new record for one of the following data export reliability tasks:
    • Daily WS Export Reliability with recurrence

    • Daily C&P Export Reliability with recurrence

  3. Double-click the record to open it.
  4. On the General tab, in the Service Type drop-down list, select one of the following, depending on the export reliability task created in Step 2:
    • 7 - Workstation: Select this option for Daily WS Export Reliability with recurrence.

    • 8 - Check and Posting: Select this option for Daily C&P Export Reliability with recurrence.

  5. Select 7 - Export Reliability as the Task Type.
  6. The Task Data field must be blank. Changing important details of the scheduler (such as Task Data), results in the scheduler not running.
  7. In the Duration (seconds) field, enter 120 seconds. This is the amount of time needed for the task to run.
  8. Click the Select link adjacent to the Time Zone field. Select the correct time zone from the list, and then click OK.
  9. In the Schedule Type drop-down list, select the frequency to run the export reliability tasks as 4 - Recurring - Daily:
  10. In the Duration section, click the Enabled check box, select a Start date of 1/1/2000 and select No end date.
  11. Click the Recurrence tab.
  12. In the Daily Frequency section, select Occurs every, and enter:
    • 45 minutes starting at 00:05 and ending at 23:10 for the Workstation task.

    • 60 minutes starting at 00:15 and ending at 23:20 for the Check and Posting task.

  13. Click Save.
  14. Repeat Steps 1 through 13 to create the other Data Export Reliability task schedule.